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Proquility Private Wealth Partners’s CSX Corp CSX Stock Holding History

Proquility Private Wealth Partners’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65,156
Closed -$2.1M – 85
2024
Q4 		$2.1M Sell
65,156
-8,608
-12% -$295K 0.68% 44
2024
Q3 		$2.55M Buy
73,764
+7,385
+11% +$251K 0.82% 41
2024
Q2 		$2.22M Buy
66,379
+2,069
+3% +$70.3K 0.76% 43
2024
Q1 		$2.38M Sell
64,310
-760
-1% -$27.7K 0.82% 41
2023
Q4 		$2.26M Buy
65,070
+10,047
+18% +$320K 0.86% 41
2023
Q3 		$1.69M Sell
55,023
-1,189
-2% -$37.7K 0.69% 45
2023
Q2 		$1.92M Sell
56,212
-325
-0.6% -$10.3K 0.75% 41
2023
Q1 		$1.69M Sell
56,537
-6,453
-10% -$198K 0.67% 51
2022
Q4 		$1.95M Sell
62,990
-4,351
-6% -$131K 0.8% 45
2022
Q3 		$1.79M Buy
67,341
+3,377
+5% +$105K 0.83% 47
2022
Q2 		$1.86M Sell
63,964
-849
-1% -$27.7K 0.8% 48
2022
Q1 		$2.14M Sell
64,813
-432
-0.7% -$15.3K 0.89% 43
2021
Q4 		$2.22M Sell
65,245
-2,875
-4% -$101K 0.78% 46
2021
Q3 		$2.03M Buy
68,120
+1,909
+3% +$61.1K 0.77% 49
2021
Q2 		$2.12M Buy
66,211
+1,045
+2% +$34.5K 0.8% 48
2021
Q1 		$2.09M Buy
65,166
+12,975
+25% +$396K 0.84% 45
2020
Q4 		$1.58M Buy
+52,191
New +$1.5M 0.72% 41

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Proquility Private Wealth Partners's CSX Position: Q1 2025 in Review

Proquility Private Wealth Partners sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 65,156 shares — an estimated $2.1M sold.

Proquility Private Wealth Partners first reported a position in CSX in Q4 2020 and held it in 17 quarters. The position peaked at $2.55M in Q3 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Proquility Private Wealth Partners reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Proquility Private Wealth Partners sold 65,156 CSX Corp shares in Q1 2025, an estimated $2.1M.
  • Proquility Private Wealth Partners first reported a position in CSX Corp in Q4 2020 and held it in 17 quarters.
  • Proquility Private Wealth Partners's CSX Corp position peaked at $2.55M in Q3 2024.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.